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Gerber Kawasaki Wealth & Investment Management’s Nuveen California Quality Municipal Income Fund NAC Stock Holding History

Gerber Kawasaki Wealth & Investment Management’s Portfolio NAC Stock Details NAC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$434K Buy
35,789
+864
+2% +$10.3K 0.01% 255
2026
Q1 		$407K Buy
34,925
+1,075
+3% +$12.8K 0.01% 245
2025
Q4 		$400K Buy
33,850
+17,680
+109% +$209K 0.01% 246
2025
Q3 		$186K Buy
16,170
+183
+1% +$2.05K 0.01% 324
2025
Q2 		$179K Buy
+15,987
New +$174K 0.01% 307
2024
Q4 		– Sell
-10,122
Closed -$120K – 297
2024
Q3 		$120K Sell
10,122
-1,999
-16% -$23.4K 0.01% 282
2024
Q2 		$140K Buy
12,121
+826
+7% +$9.13K 0.01% 275
2024
Q1 		$124K Buy
11,295
+857
+8% +$9.43K 0.01% 273
2023
Q4 		$116K Sell
10,438
-12,297
-54% -$125K 0.01% 256
2023
Q3 		$219K Sell
22,735
-3,715
-14% -$39K 0.01% 232
2023
Q2 		$289K Sell
26,450
-9,988
-27% -$108K 0.02% 202
2023
Q1 		$401K Buy
36,438
+5,953
+20% +$66.2K 0.03% 177
2022
Q4 		$337K Sell
30,485
-16,655
-35% -$181K 0.03% 189
2022
Q3 		$517K Sell
47,140
-22,800
-33% -$277K 0.05% 156
2022
Q2 		$862K Sell
69,940
-48,095
-41% -$585K 0.08% 124
2022
Q1 		$1.55M Sell
118,035
-65,900
-36% -$924K 0.13% 89
2021
Q4 		$2.88M Buy
183,935
+183,865
+262,664% +$2.84M 0.23% 75
2021
Q3 		$70K Sell
70
-185,160
-100% -$2.95M 0.01% 277
2021
Q2 		$2.94M Buy
185,230
+25,950
+16% +$399K 0.3% 57
2021
Q1 		$2.37M Buy
159,280
+4,245
+3% +$63.2K 0.28% 62
2020
Q4 		$2.35M Sell
155,035
-2,150
-1% -$31.9K 0.33% 55
2020
Q3 		$2.29M Sell
157,185
-11,236
-7% -$165K 0.49% 40
2020
Q2 		$2.4M Sell
168,421
-24,550
-13% -$342K 0.53% 43
2020
Q1 		$2.64M Buy
192,971
+41,965
+28% +$617K 0.75% 33
2019
Q4 		$2.25M Buy
151,006
+20,741
+16% +$308K 0.57% 39
2019
Q3 		$1.95M Buy
130,265
+105,965
+436% +$1.58M 0.56% 37
2019
Q2 		$351K Buy
24,300
+13,500
+125% +$190K 0.1% 85
2019
Q1 		$148K Buy
+10,800
New +$144K 0.04% 112
2018
Q3 		– Sell
-11,300
Closed -$151K – 124
2018
Q2 		$151K Sell
11,300
-4,485
-28% -$59.9K 0.05% 100
2018
Q1 		$211K Sell
15,785
-59,165
-79% -$812K 0.07% 106
2017
Q4 		$1.07M Sell
74,950
-78,240
-51% -$1.14M 0.37% 54
2017
Q3 		$2.28M Buy
153,190
+22,960
+18% +$350K 0.83% 35
2017
Q2 		$1.98M Buy
130,230
+78,130
+150% +$1.16M 0.75% 33
2017
Q1 		$748K Buy
52,100
+24,350
+88% +$350K 0.32% 56
2016
Q4 		$392K Buy
27,750
+15,150
+120% +$222K 0.21% 71
2016
Q3 		$207K Buy
12,600
+600
+5% +$10K 0.12% 89
2016
Q2 		$203K Buy
+12,000
New +$196K 0.13% 81

Other funds holding NAC

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
IP
Ignite Planners San Clemente, California $729M AUM 24.39% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
WT
Whittier Trust South Pasadena, California $10.2B AUM 33.39% 1-Year Est. Return
PI
PFG Investments Woodbury, New York $2.58B AUM 36.93% 1-Year Est. Return
SEP
Southland Equity Partners Wildwood, Missouri $571M AUM 22.77% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return
DWM
DKM Wealth Management Stockton, California $153M AUM 22.68% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Gerber Kawasaki Wealth & Investment Management's NAC Position: Q2 2026 in Review

Gerber Kawasaki Wealth & Investment Management increased its Nuveen California Quality Municipal Income Fund (NAC) stake by 2.5% in Q2 2026, buying an estimated $10.3K and bringing the position to 35,789 shares worth $434K. The position accounts for 0.01% of the portfolio, ranked #255.

Gerber Kawasaki Wealth & Investment Management first reported a position in NAC in Q2 2016 and has held it in 37 quarters since. The position peaked at $2.94M in Q2 2021. 74 funds tracked by Wall St. Rank hold NAC as of Q2 2026.

  • Gerber Kawasaki Wealth & Investment Management held 35,789 shares of Nuveen California Quality Municipal Income Fund worth $434K as of Q2 2026.
  • Gerber Kawasaki Wealth & Investment Management bought 864 Nuveen California Quality Municipal Income Fund shares in Q2 2026, an estimated $10.3K.
  • Nuveen California Quality Municipal Income Fund made up 0.01% of Gerber Kawasaki Wealth & Investment Management's portfolio in Q2 2026, its #255 holding.
  • Gerber Kawasaki Wealth & Investment Management first reported a position in Nuveen California Quality Municipal Income Fund in Q2 2016 and has held it in 37 quarters since.
  • Gerber Kawasaki Wealth & Investment Management's Nuveen California Quality Municipal Income Fund position peaked at $2.94M in Q2 2021.
  • 74 funds tracked by Wall St. Rank held Nuveen California Quality Municipal Income Fund as of Q2 2026.

Based on Gerber Kawasaki Wealth & Investment Management's 13F filing for Q2 2026, filed 7 Aug 2026.